Due to the ongoing COVID-19 crisis, all live CPE classes for the remainder of 2020 will be held virtually. Please feel free to contact RISCPA with any questions or concerns.


Course Detail

Best Practices for Building Excel Spreadsheets


Excel is the accountant's tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks.

If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training course for accountants, you need this course!


Learn how to:

  • Improve your Navigation and selection speed with special keyboard and mouse techniques
  • Time-saving AutoSum shortcuts
  • Use Conditional Formatting to make specific cells "stand out from the crowd"
  • Quickly reference cell ranges with Excel’s easy to remember Range Names



  • Top 10 Excel Keyboard Shortcuts for Accountants and Financial professionals
  • Understanding Best-Formula Building Practices
  • Formatting Essentials to Enhance your Spreadsheets
  • Master the mystery of Relative and Absolute Cell referencing in Formulas
  • Build Formulas quickly and easily with Excel’s Formula and Function tools
  • What's in a Name - using Range Names for easy references to cells
  • Create Charts in Excel that captivate audiences and communicate messages effectively


  • Upon completion of this course, participants will be able to:

    • Identify Tips and Techniques in Excel such as Freeze Panes, Split Windows, Using AutoCorrect, Selecting Cell Range Shortcuts, Paste Special and describe how to use each to increase productivity with Excel.
    • Describe Tools and Techniques for formatting in Excel, including Multiline Column Headings, The Accounting Format, Custom Date and Number Formats, and Conditional Formatting.
    • Explain Excel's formula building tools, including AutoCalculate, Absolute vs. Relative Cell References, Conditional Formulas and Applying Named Ranges in Formulas.
    • Describe how to Present Data Visually using Excel’s Charting features such as Applying Layouts and Styles, Moving and Sizing Charts, Editing Data and Configuring Chart Elements.
  • Prerequisites:


    Designed For:

    Accounting and financial professionals who work with Excel and want to take advantage of Excel’s powerful Formulas and Functions.

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